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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,888 | $51,642+93.4% | $129,384-22.8% | $80,935+23.4% |
| Participation rate | 94.6% | 56.9%+37.7pp | 69.6%+25.0pp | 67.7%+27.0pp |
| Annual return | 19.69% | 20.78%-1.1pp | 9461.77%-9442.1pp | 35.66%-16.0pp |
| Employer contribution / active EE | $2,057 | $1,583+29.9% | $4,153-50.5% | $2,757-25.4% |
| Participant deferral / active EE | $5,637 | $2,670+111.2% | $4,166+35.3% | $4,299+31.1% |
| Admin fee / account holder | $4,414 | $4,312+2.4% | $7,686-42.6% | $6,924-36.2% |